New Penn Financial

Retail Mortgage Specialist

Greater Los Angeles

New Penn Financial has become a leading nationwide lender by bringing expertise, extremely competitive rates on a broad portfolio of mortgage products, and exceptional customer service under one roof.  Founded in 2008, and licensed in 48 states, the company and its reputation have grown rapidly under the guidance of a management team with years of experience in the mortgage industry.  Headquartered in Plymouth Meeting, Pennsylvania with over 140 branch offices nationwide, New Penn has been recognized by multiple business and industry publications, including the Inc. Magazine 500/5000 lists of fastest growing private companies, Scotsman Guide top U.S. mortgage lenders, and Mortgage Executive Magazine’s list of 50 Best Companies to Work For.  New Penn now employs over 1,800 employees and serves thousands of customers each month.  

The Role 

The Mortgage Specialist is regularly engaged in outside sales activities to originate mortgage loans from self-generated leads.

Responsibility

  • Sells loan products offered by New Penn Financial, LLC
  • Contact prospective clients to develop and maintain referral sources
  • Meets with prospective clients at outside locations such as a client’s home
  • Makes in-person calls on real estate agents, financial advisors and other potential referral sources to develop borrower leads
  • Engages in marketing and promotional activities in support of your own sales.
  • Meets monthly minimum personal production goals (3 units)
  • Takes mortgage loan applications and prepares effective loan proposals
  • Determines a consumer’s needs and offer the appropriate product
  • Originates loans for appropriate amounts, rates, and terms that comply with NPF’s program guidelines
  • Provides consumers with a superior level of customer service

Knowledge Skill and Requirements 

  • Ability to quickly connect with people in an outgoing, friendly manner
  • Persuasive, selling communication skills
  • Strong sense of responsibility for completing work quickly and accurately
  • Ability to handle faster-than- average pace of activities
  • Detail-orientation with efficient focus on work activities
  • Careful decision-making skill with ability to avoid mistakes

Education and Experience 

  • Two (2) year college degree preferred (or equivalent experience)
  • Minimum successful three (3) years mortgage loan origination experience
  • Must qualify for and obtain state licensure in the states where New Penn Financial does business; mortgage licensure requires a good credit score, no tax liens and a clean criminal background check
  • Proven sales skills and leadership abilities

Benefits

  • Health insurance with prescription drug coverage from Cigna and two plan options: Health Savings Account (HSA) or Open Access Plus Out of Network Plan (OAP)
  • Dental coverage from Cigna with a PPO plan
  • Short- and long-term disability insurance from Lincoln Financial Group 
  • Voluntary life and accidental death and dismemberment insurance from Lincoln Financial
  • Health Advocate service, which helps people find medical services and navigate the healthcare system
  • 401(k) retirement plan with employer matching contribution
  • Vision Buy Up plan from Lincoln Financial/Spectera network of physicians 
  • Flexible Spending Accounts offered for Dependent Care and Transit

Perks

  • Casual Fridays
  • Company sponsored lunches
  • Company outings such as bowling, charity events and trips
  • Flexible work schedule
  • Paid time off
New Penn Financial

Gerry Fernandez

Regional Manager
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